Account Executive, Employee Benefits

An Account Manager in the insurance industry is responsible for managing relationships with specific clients, understanding their needs, and ensuring that the company's services meet those needs. They work closely with insurance agents and underwriters to develop insurance plans that suit their clients. Their duties may include creating and presenting proposals, managing claims, and monitoring the financial performance of accounts. Account Managers need to have in-depth knowledge of the insurance industry, policies, and regulations, along with excellent communication and negotiation skills.A Bachelor's degree in business or a related field is often required for this role, and some employers may prefer those with a Master's degree. Certifications like the Chartered Property Casualty Underwriter (CPCU), Certified Insurance Service Representative (CISR), or Certified Insurance Counselor (CIC) can improve job prospects. Prior to becoming an Account Manager, one might work as an Insurance Sales Agent, Insurance Account Representative, or an Underwriter. These roles provide the necessary experience in managing insurance accounts, understanding client needs, and developing insurance plans.Active state specific

Property

Casualty

Insurance

agent's license required or the ability to acquire license within three months of hire.Essential Duties & Responsibilities:

Manage relationships with specific clients.Understand client needs and ensure the company's services meet those needs.Work with insurance agents and underwriters to develop suitable insurance plans.Create and present proposals.Manage claims.Monitor the financial performance of accounts.Qualifications:

Bachelor's degree in business or a related field.Certifications like CPCU, CISR, or CIC preferred.Active Property & Casualty license or ability to obtain within three months.

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